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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BTD
1251
BankPlus Trust Department
Mississippi
$402K +$367K +1,645 +1,327%
BWM
1252
Brown Wealth Management
Illinois
$398K
WWMP
1253
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$397K -$151K -677 -28%
LWCFA
1254
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$397K -$10.1K -45 -3%
LSA
1255
L & S Advisors
California
$397K +$59.4K +266 +18%
NAMM
1256
NorthStar Asset Management (Massachusetts)
Massachusetts
$397K
Squarepoint
1257
Squarepoint
New York
$396K +$390K +1,744 New
MFG
1258
Mosaic Financial Group
Illinois
$394K +$1.12K +5 +0.3%
NOI
1259
Newton One Investments
Delaware
$394K
BBWP
1260
Beacon Bridge Wealth Partners
Pennsylvania
$393K -$42.7K -191 -10%
BCG
1261
Breakwater Capital Group
New Jersey
$393K +$3.57K +16 +0.9%
PWA
1262
Peterson Wealth Advisors
Utah
$391K +$1.34K +6 +0.3%
LC
1263
LCNB Corp
Ohio
$391K
IWA
1264
Independent Wealth Advisors
North Carolina
$389K +$3.8K +17 +1%
BFP
1265
Beacon Financial Planning
Massachusetts
$389K +$1.34K +6 +0.4%
GFA
1266
Godfrey Financial Associates
New York
$389K +$48.9K +219 +15%
AFA
1267
Allium Financial Advisors
Oregon
$388K -$39.8K -178 -9%
SWM
1268
Shakespeare Wealth Management
Wisconsin
$384K -$72.6K -325 -16%
SAM
1269
Stansberry Asset Management
Texas
$384K +$378K +1,691 New
EF
1270
Empowered Funds
Pennsylvania
$381K -$16.8K -75 -4%
PWCM
1271
Processus Wealth & Capital Management
Tennessee
$381K -$31.7K -142 -8%
MMPW
1272
Mitchell McLeod Pugh & Williams
Alabama
$380K +$2.9K +13 +0.8%
WJWM
1273
Williams Jones Wealth Management
New York
$379K +$42.2K +189 +13%
AIS
1274
American Investment Services
Massachusetts
$378K
PCM
1275
Permanent Capital Management
Illinois
$378K +$25.7K +115 +7%